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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,402 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $22,546 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,538 | $91,439-54.6% | $135,974-69.5% | $71,511-41.9% |
| Participation rate | 95.0% | 75.7%+19.3pp | 81.9%+13.1pp | 67.9%+27.0pp |
| Annual return | 20.10% | 29.90%-9.8pp | 68.30%-48.2pp | 28.86%-8.8pp |
| Employer contribution / active EE | $2,743 | $3,705-26.0% | $4,859-43.6% | $2,589+5.9% |
| Participant deferral / active EE | $5,621 | $7,093-20.8% | $7,760-27.6% | $4,291+31.0% |
| Admin fee / account holder | $258 | $1,267-79.6% | $10,767-97.6% | $1,588-83.8% |